Overview
Assets Under Management: $1.0 billion
Headquarters: HOLLYWOOD, FL
Frequently Asked Questions
AB2 CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318038), AB2 CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
AB2 CAPITAL PARTNERS LLC is headquartered in HOLLYWOOD, FL.
According to their SEC Form ADV, AB2 CAPITAL PARTNERS LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
AB2 CAPITAL PARTNERS LLC manages $1.0 billion in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, AB2 CAPITAL PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 33
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 318038
Last Filing Date: 2025-02-28 00:00:00
Website: https://ab2capital.com